First Class Plan: Creating & Managing Contacts with a CSV Upload

First Class Plan: Creating & Managing Contacts with a CSV Upload

Overview

There are several plan packages available for ReachWell clients. For organizations utilizing our First Class plan, contacts can be synced to ReachWell via a Clever sync, or by uploading a CSV file. This article details the process for uploading a CSV file of contacts to ReachWell.

Instructions

  1. Download this XLS template to your desktop for modification purposes.
  2. Watch this 3-minute tutorial for help with formatting your contact import file.
          
  1. Add your contact and family details to the template:
    1. First and last name is required.
    2. A unique phone number is required for all contacts. An error will occur if:
      1. If you do not have a phone number for a contact, since the system will be unable to import them.
      2. If two contacts have the same phone number.
    3. If you do not enter a language in the Language field, the contacts' languages will default to English.
    4. To associate contact(s) with specific groups, locate the group ID(s) from the App Setup > Groups page. The first column displays the group ID for each group. To assign a contact to multiple groups, add the group IDs in the Group Org ID = Group Number column each separated by a semicolon.
    5. Get the import template by clicker here  or login to your  Dashboard  and click People > Contacts > Add New Contact > Click Import Contacts (at the top of the page)
Please note: Once the file is imported, each contact with a phone number will have a ReachWell verification code automatically assigned to them! This code is viewable from their contact profile in the People > Contacts page.
For additional questions, please reach out to support@reachwellapp.com. We are happy to help!
Click here to subscribe to status updates through our ReachWell Academy channel on the app.

    • Related Articles

    • Overview: First Class Plan

      Overview ReachWell offers three plan options to organizations; First Class, Economy, and Free Forever. This article details the options provided to our First Class clients. For more information about the various ReachWell plans, please click HERE! ...

    • First Class Plan: Creating & Managing Contacts with Clever

      Overview If your organization is utilizing our First Class plan, we provide an easy way to connect your student information system (SIS) to ReachWell enabling your school's contacts (i.e. families) to be automatically pulled into ReachWell on a ...

    • First Class/Economy Plans: Manually Creating & Managing Contacts

      Overview For organizations utilizing our First Class or Economy Plans this article provides instructions for manually adding and editing individual contacts in ReachWell. Contacts are the family members or guardians of students who are using the ...

    • First Class Plan: How does ReachWell sync with my systems?

      Overview There are several plan packages available for ReachWell clients. For First Class clients, contacts (i.e. families and guardians) can be synced to ReachWell from your student information system (SIS) via a third party called Clever, or by ...

    • First Class Plan: Clever FAQs

      Overview If your organization is utilizing our First Class plan, we provide an easy way to connect your student information system (SIS) to ReachWell enabling your school's contacts (i.e. families) to be automatically pulled into ReachWell on a ...